Purchases and Sales Made in Q2 2025 in Hercules Capital, Inc. (HTGC)
This table provides information about the institutional ownership of Hercules Capital, Inc. (HTGC) during Q2 2025. The information is specifically focused on institutions that hold shares of Hercules Capital, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
24.6K+ 26.35% |
$400K - $470K
|
118K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
22.3KNew |
$363K - $427K
|
22.3K
$432K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
19.2K+ 10.43% |
$312K - $367K
|
204K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 125.76% |
$287K - $337K
|
31.7K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
15.4KNew |
$251K - $295K
|
15.4K
$298K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 14.09% |
$242K - $285K
|
121K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.7KNew |
$238K - $280K
|
14.7K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
14.6K+ 67.66% |
$238K - $280K
|
36.3K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 8.67% |
$217K - $255K
|
167K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13K+ 14.26% |
$210K - $247K
|
104K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 4.64% |
$207K - $243K
|
287K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 7.58% |
$189K - $222K
|
165K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 15.97% |
$181K - $213K
|
80.8K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
10.8K+ 14.22% |
$175K - $206K
|
86.5K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.1KNew |
$164K - $192K
|
10.1K
$195K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.59K+ 3.35% |
$156K - $183K
|
296K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.87K+ 15.36% |
$128K - $150K
|
59.1K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.61K+ 4.59% |
$124K - $145K
|
174K
$3.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.85K+ 9.13% |
$95K - $112K
|
69.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.75K+ 14.97% |
$93.3K - $110K
|
44.1K
$853K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
5.29KNew |
$85.9K - $101K
|
5.29K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5.18K+ 8.61% |
$84.2K - $99K
|
65.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
5.17K+ 1.86% |
$84K - $98.8K
|
284K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.12K+ 15.52% |
$83.2K - $97.8K
|
38.1K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.1K+ 15.39% |
$82.9K - $97.5K
|
38.3K
$740K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
4.84K+ 426.17% |
$78.6K - $92.4K
|
5.97K
$115K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.63K+ 21.86% |
$75.2K - $88.5K
|
25.8K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.45K+ 2.94% |
$72.2K - $85K
|
156K
$3.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.4K+ 15.37% |
$71.4K - $84K
|
33K
$638K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.11K+ 9.49% |
$66.7K - $78.5K
|
47.4K
$917K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
3.89K+ 5.35% |
$63.1K - $74.2K
|
76.5K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.87K+ 2.33% |
$62.8K - $73.8K
|
169K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.85K+ 4.42% |
$62.5K - $73.6K
|
90.9K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
3.52K+ 14.39% |
$57.2K - $67.3K
|
28K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.43K+ 12.09% |
$55.7K - $65.5K
|
31.8K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.24K+ 20.88% |
$52.7K - $61.9K
|
18.8K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.21K+ 1.6% |
$52K - $61.2K
|
203K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3KNew |
$48.7K - $57.3K
|
3K
$58K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.98K+ 6.37% |
$48.4K - $56.9K
|
49.8K
$962K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.9KNew |
$47.1K - $55.4K
|
2.9K
$56.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.88K+ 576.2% |
$46.8K - $55K
|
3.38K
$65.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.87K+ 16.62% |
$46.5K - $54.7K
|
20.1K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$41.7K - $49K
|
2.57K
$49.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.41K+ 16.69% |
$39.2K - $46.1K
|
16.9K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.35K+ 17.85% |
$38.1K - $44.8K
|
15.5K
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.31K+ 8.83% |
$37.4K - $44K
|
28.4K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 45.88% |
$36.8K - $43.3K
|
7.22K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.15K+ 81.82% |
$34.9K - $41.1K
|
4.78K
$92.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.03K+ 11.76% |
$33K - $38.8K
|
19.3K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.92K+ 4.39% |
$31.1K - $36.6K
|
45.6K
$881K
|